+137.8%
LTH vs VO
+36.2%
+101.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.1% | +2.1% |
| 7D | -1.3% | +3.1% | -4.4% | -5.6% |
| 30D | +15.7% | +2.2% | +13.5% | +11.8% |
| 3M | +5.0% | -2.5% | +7.5% | +8.4% |
| 6M | +37.7% | +7.0% | +30.7% | +23.9% |
| YTD | +75.0% | +14.0% | +61.0% | +43.7% |
| 1Y | +82.6% | +15.6% | +67.0% | +46.9% |
| 3Y | +241.3% | +66.2% | +175.1% | +59.0% |
| All | +137.8% | +36.2% | +101.6% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling